Estée Lauder said net sales for the three months ended September 30, 2025 rose to $3,481 million from $3,361 million a year earlier, up 4%, and organic net sales (Non-GAAP) increased 3% to $3,455 million.

1. 01

   Estée Lauder said net sales for the three months ended September 30, 2025 rose to $3,481 million from $3,361 million a year earlier, up 4%, and organic net sales (Non-GAAP) increased 3% to $3,455 million.

2. 02

   The company said operating income for Q1 was $169 million (operating margin of 4.9%), turning from an operating loss of $(121) million (operating margin of (3.6)%) a year earlier. The prior-year period included $159 million in charges related to talcum litigation settlement agreements.

3. 03

   The company said Adjusted Operating Income (Non-GAAP) for Q1 rose to $255 million (adjusted operating margin of 7.3%) from $144 million (4.3%) a year earlier, and Adjusted Diluted EPS (Non-GAAP) was $.32 compared with $.14 a year earlier.

4. 04

   Estée Lauder reaffirmed its fiscal 2026 full-year outlook. It gave reported net sales growth of 2% to 5%, organic (Non-GAAP) net sales growth of 0% to 3%, and Adjusted EPS (Non-GAAP) of $1.90 to $2.10 (fiscal 2025 $1.51).

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AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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